See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,050 | $214,378-65.9% | $200,582-63.6% | $142,382-48.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.21% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $8,069 | $6,841+17.9% | $6,419+25.7% | $4,299+87.7% |
| Participant deferral / active EE | $24,949 | $9,865+152.9% | $9,331+167.4% | $6,507+283.4% |
| Admin fee / account holder | $2,498 | $17,692-85.9% | $16,305-84.7% | $12,624-80.2% |